en:yld_hankija
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en:yld_hankija [2022/08/03 13:52] – [1.3.3. Examples] triinp | en:yld_hankija [2024/05/21 14:36] – [1.3.1. Settings] kellylytom | ||
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- | ===== 1. Supplier | + | ===== 1. Suppliers |
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Clicking on the word **Suppliers** opens the register of suppliers: | Clicking on the word **Suppliers** opens the register of suppliers: | ||
- | Directo' | + | Directo' |
To open an existing suppliers card, click on the suppliers code in the register and to create a new one, press the button {{: | To open an existing suppliers card, click on the suppliers code in the register and to create a new one, press the button {{: | ||
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==== 1.3. Automation ==== | ==== 1.3. Automation ==== | ||
- | After creating a purchase invoice from received e-invoice, the purchase invoice line supplement functionality i.e. **Supplier`s automation** is applied automatically. | + | {{: |
+ | |||
+ | After creating a purchase invoice from received | ||
The purpose of the supplier`s automation is to enrich the purchase invoice lines information formed from the e-invoice in such a way that the user has as little work as possible in supplementing the invoice information and making the accounting document valid. This functionality also allows significant time savings, especially for multi-line purchase invoices (for example mobile phone invoices, etc.). **Supplier automation** allows to set up rules that look for a certain text segment in the e-invoice line and, upon detection, apply the desired account, objects, project and user to the line. In addition, there is a possibility that, together with a specific text section, some connection with the personnel register must also be valid, in order to identify the person/ | The purpose of the supplier`s automation is to enrich the purchase invoice lines information formed from the e-invoice in such a way that the user has as little work as possible in supplementing the invoice information and making the accounting document valid. This functionality also allows significant time savings, especially for multi-line purchase invoices (for example mobile phone invoices, etc.). **Supplier automation** allows to set up rules that look for a certain text segment in the e-invoice line and, upon detection, apply the desired account, objects, project and user to the line. In addition, there is a possibility that, together with a specific text section, some connection with the personnel register must also be valid, in order to identify the person/ | ||
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=== 1.3.1. Settings === | === 1.3.1. Settings === | ||
- | Supplier automation is set up supplier-specific, | + | **Supplier automation** is set up supplier-specific, |
- | {{:et:triinp20220704-092239.png}} | + | {{:et:vilja20231027-093354.png}} |
* **Content** - text field that is searched from purchase invoice Content line (from the imported e-invoice line). | * **Content** - text field that is searched from purchase invoice Content line (from the imported e-invoice line). | ||
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== 1.3.3.1. Always to a specific account and automatic confirmation == | == 1.3.3.1. Always to a specific account and automatic confirmation == | ||
- | The supplier' | + | The supplier' |
{{: | {{: | ||
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- | == 1.3.3.3. Under certain conditions, an automatically confirmed purchase invoice == | + | == 1.3.3.3. Under certain conditions an automatically confirmed purchase invoice == |
+ | |||
+ | Directo permanent services invoice needs to be confirmed automatically, | ||
+ | |||
+ | {{: | ||
+ | |||
+ | |||
+ | == 1.3.3.4. The the purchase invoice has multiple lines, wish to receive a single-line purchase invoice == | ||
+ | |||
+ | Only one purchase invoice line instead of all the Directo permanent services purchase invoice lines. // Mark checkmark to the field " | ||
+ | |||
+ | :!: In this example one row has a different object. It should be taken into account that when " | ||
+ | |||
+ | {{: | ||
+ | |||
+ | |||
+ | ==1.3.3.5. Purchase invoice line grouping under certain conditions == | ||
+ | |||
+ | For example, a purchase invoice from car service company, where are always 10-15 lines and all the actions are clearly described. Will need a one-line invoice with the explanation "car repair" | ||
+ | //To the content field should be written "car repair" | ||
+ | |||
+ | {{: | ||
+ | |||
+ | |||
+ | == 1.3.3.6. How can I add leasing invoices to automation? == | ||
+ | |||
+ | The leasing company sends e-invoices where each customer has the same reference number and line explanation on the invoices. Vehicles could be identified with automation if using the contract number field. | ||
+ | |||
+ | - Write " | ||
+ | - Write a leasing contract number to the field Content in a separate row and fill in the row fields, which are filled in differently depending on the match of the rules. | ||
+ | |||
+ | {{: | ||
==== 1.4. Transport ==== | ==== 1.4. Transport ==== | ||
en/yld_hankija.txt · Last modified: 2024/05/29 12:07 by vilja